AG
AG

Alwin Gonzalez

20 Years of Experience
Orlando, FL
2 DisclosuresBroker

Alwin Gonzalez is a registered investment advisor at LPL Financial LLC, based in Orlando, FL, with 20 years of industry experience. Alwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3801 Avalon Park E. Blvd, Suite 225, Orlando, FL, 32828

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2026
Customer Dispute
January 2026
Settled
Employment History
Current Registrations
LPL Financial LLC
May 2026 - Present · 5 mos
LPL Financial LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
Ipi Wealth Management, INC.
February 2021 - February 2026 · 5 yrs
Investment Planners, INC.Broker
October 2020 - February 2026 · 5 yrs 4 mos
Park Avenue Securities LLC
July 2020 - November 2020 · 4 mos
Park Avenue Securities LLCBroker
July 2019 - November 2020 · 1 yr 4 mos
Nylife Securities LLCBroker
May 2018 - June 2019 · 1 yr 1 mo
MML Investors Services, LLCBroker
July 2011 - February 2018 · 6 yrs 7 mos
AXA Advisors, LLCBroker
January 2005 - August 2010 · 5 yrs 7 mos
State Registrations2 states
FLPR
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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